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PSAFX: FEDERATED PRUDENT DOLLARBEAR FUND CLASS A SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Currency |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/30/2000 |
| Last Dividend Date: | 12/11/2013 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.32% |
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Performance Analytics (As of 08/14/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/04/2001 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.6 | 1.0 | -0.8 | 1.9 | 3.1 | 9.6 | -2.7 | -5.3 | -8.6 | -6.3 | -0.1 | -0.2 | 4.6 | 5.5 | 0.3 | 10.7 | 11.5 | -4.2 | 3.4 | 14.3 | 25.4 | 1.0 | -4.8 |
| Sharpe Ratio | NA | 1.83 | 0.0 | -0.53 | -0.07 | NA | 0.22 | 1.72 | -0.38 | -0.76 | -2.16 | -1.33 | -0.05 | -0.04 | 0.56 | 0.58 | -0.07 | 1.22 | 1.08 | -0.95 | 0.26 | 1.56 | 2.43 | -0.15 | -1.71 |
| Draw Down(%) | NA | 2.5 | 10.4 | 22.2 | 26.5 | NA | 26.5 | 2.5 | 10.4 | 7.1 | 10.0 | 7.8 | 4.1 | 6.4 | 9.5 | 6.4 | 14.7 | 3.5 | 6.6 | 7.8 | 8.9 | 5.8 | 4.5 | 6.6 | 8.9 |
| Standard Deviation(%) | NA | 5.4 | 6.7 | 5.9 | 6.9 | NA | 7.5 | 5.4 | 7.6 | 7.1 | 4.0 | 4.8 | 4.0 | 6.4 | 7.9 | 9.4 | 9.5 | 6.3 | 7.7 | 6.8 | 9.3 | 8.7 | 10.0 | 9.3 | 6.1 |
| Treynor Ratio | NA | -0.2 | 0.0 | -0.09 | -0.01 | NA | 0.02 | -0.19 | -0.15 | -0.09 | -0.13 | -0.08 | 0.0 | 0.0 | 0.06 | 0.05 | -0.01 | 0.07 | 0.07 | -0.07 | 0.03 | 0.14 | 0.35 | -0.01 | -0.22 |
| Alpha | NA | 0.04 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 0.04 | -0.01 | 0.0 | -0.02 | -0.02 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.02 | -0.01 | 0.05 | 0.02 | -0.03 |
| Beta | NA | -0.5 | 0.19 | 0.33 | 0.67 | NA | 0.77 | -0.49 | 0.19 | 0.63 | 0.64 | 0.76 | 0.68 | 0.75 | 0.69 | 1.04 | 1.04 | 1.04 | 1.21 | 0.93 | 0.98 | 0.94 | 0.7 | 0.92 | 0.48 |
| RSquared | NA | 0.26 | 0.03 | 0.1 | 0.45 | NA | 0.53 | 0.26 | 0.02 | 0.37 | 0.45 | 0.61 | 0.76 | 0.84 | 0.81 | 0.8 | 0.71 | 0.57 | 0.69 | 0.8 | 0.83 | 0.7 | 0.31 | 0.75 | 0.44 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.1 | 2.2 | 3.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 | 0.1 | 6.8 | 3.2 | 0.0 | 7.2 | 7.1 | 3.3 | 6.1 | 5.9 | 0.7 | 0.0 | 0.0 | 1.7 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -97.2 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 523.1 | -98.5 | 111.7 | 10150.0 | -99.6 | 6.1 | 126.9 | -50.1 | -0.3 | 803.4 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/04/2001
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